Mark Begg Asset Management

Mark Begg Asset Management is a reputable financial planning and investment advisory firm that prides itself on offering a unique and personalised service. We are one of the few firms that combine the roles of Lifestyle Financial Planners and investment advisers, ensuring that our clients receive a comprehensive and integrated financial solution.

The Difference

Unlike many other firms, our focus is on planning, not products. We work closely with our clients to understand their goals and desired future lifestyle, and then create a financial plan that is tailored to their individual needs. Only then do we decide on the most appropriate investment approach. This smart, low-cost investment strategy is designed to get your money working efficiently and effectively towards your goals.

Our fees are transparent and highly competitive, starting at just 2,500 per year. Our total costs are also extremely competitive, and we are confident that our clients receive excellent value for money.

The Team

Our team is made up of experienced and qualified professionals who are dedicated to providing the highest levels of service. With an average of over 20 years of experience in the financial industry, our advisers have the knowledge and expertise to help our clients achieve their financial goals.

We believe that continuity is key to building strong relationships with our clients, which is why we limit the number of clients that each of our advisers has. This ensures that we can provide a highly personalised service and that our clients always have access to the same adviser.

Testimonials

Over the years, we have had the privilege of working with many satisfied clients. Here are some of the things that they have had to say about us:

"We have been dealing with Mark Begg Asset Management for approximately 20 years. We have found working with Mark Begg both informative and lucrative. We have entrusted our complete portfolio of investments and trusts for our children with his company and have been exceptionally pleased with the results." - Mike & Karen Salmon

"We have known Mark Begg for many years and have used his investment advice for about the last 30 years. We have always been impressed by Mark's integrity and his ability to diversify the risk within our portfolio to take account of the broader economic climate. We consider that the capital growth in our portfolio has consistently exceeded the various sector averages." - Mr & Mrs Bulley

"I have known Mark since 1987. During that time he has been my sole financial advisor. With his advice my investment portfolio and pension have prospered through some difficult financial times. I have always found he understands my requirements and tailors his advice to match. He explains options clearly and his reporting is first rate." - Phil Buckingham

Investment Services

At Mark Begg Asset Management, we offer a range of investment services that are tailored to the individual needs of our clients. These services include:

• ISA and Junior ISA management
• Pension planning and management
• Investment portfolio management
• Inheritance Tax planning
• Estate planning

Our investment approach is designed to be smart, low cost, and efficient, and we use a range of traditional fund management and insurance companies to ensure that our clients receive the best possible returns.

Financial Planning Services

In addition to our investment services, we also offer a range of financial planning services that are designed to help our clients achieve their financial goals. Our financial planning services include:

• Cash flow planning
• Retirement planning
• Tax planning
• Estate planning

Our financial planning process is designed to be clear, comprehensive, and easy to understand. We work closely with our clients to understand their goals and objectives, and then create a financial plan that is tailored to their individual needs.